MYCIO WEALTH PARTNERS, LLC

CIK: 0001371726SEC EDGAR →

Portfolio Value

$483.0M

Holdings

48

As of

Q4 2025

New Positions

0

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CHUBB LIMITED

982,564$306.7M
63.50%
2

ISHARES TR

237,620$21.3M
4.40%
3

ISHARES TR

30,912$21.2M
4.38%
4

SPDR S&P 500 ETF TR

28,727$19.6M
4.06%
5

APPLE INC

61,908$16.8M
3.48%
6

ISHARES TR

127,084$12.2M
2.53%
7

VANGUARD SPECIALIZED FUNDS

47,184$10.4M
2.15%
8

VANGUARD TAX-MANAGED FDS

145,696$9.1M
1.88%
9

PROSHARES TR

86,024$9.0M
1.85%
10

ISHARES TR

17,958$8.5M
1.76%

Quarterly Changes

Top Buys

CB↑ Increased
$44.5M
SPY↑ Increased
$3.1M
AAPL↑ Increased
$1.1M
AQLT↑ Increased
$826K
IVV↑ Increased
$601K

Top Sells

APD↓ Decreased
$2.0M
GOOGL↓ Decreased
$265K
GOOG↓ Decreased
$251K
IWR↓ Decreased
$103K

New Positions (1)

$122K · 365 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services36$431.0M89.2%
Unknown2$21.7M4.5%
Technology3$17.7M3.7%
Real Estate1$5.0M1.0%
Industrials1$2.5M0.5%
Communication Services2$2.4M0.5%
Basic Materials1$1.9M0.4%
Utilities1$452K0.1%
Consumer Cyclical1$336K0.1%